Managers of Wealth Americas

Guernsey gets exposure in the US

Guernsey's funds industry has been showcased to some of the leading private equity managers and advisers in the US.

It seems monkeys and business really do mix when it comes to investing

An experiment in which computer 'monkeys' picked random stocks has produced better results than stock market trackers

Some Value Experience More Than Wealth-Management Credentials

I don't pooh-pooh higher education, but you certainly learn more on the job

Heritage Wealth Advisors focuses on high net worth individuals

Remo considers Heritage Wealth Advisors an anomaly in the industry

Some Value Experience More Than Wealth-Management Credentials

When wealth manager Don Garman gave a pitch recently to a prospective client with about $32 million to invest, he mentioned his credentials: certified financial planner and certified investment management analyst.

Teamwork the Wall Street mantra for wealth management

When James Gorman joined Morgan Stanley in 2006 to run its wealth management business, he told brokers in his maiden address that they should work in teams.

Misgauging the 'Disruptions' When Firms Merge

A new firm's branding comes under fire from clients

'Hobby Investing' Habits Among Wealthy Canadians

BMO Harris Private Banking has released a study on hobby investing and high-net worth Canadians.

Why Ron Carson is afraid of robo-advisers

In a Take Five interview, the adviser-coach says traditional advisers risk irrelevance if they can't respond to firms like Wealthfront and Betterment

RCS Capital Corporation Completes Acquisition of J.P. Turner & Company

Transaction Consistent With Company's Previously Announced Strategy of Growing Retail Investment Advice PlatformCurrently Second Largest U.S. Independent Retail Advice Network

RBC Wealth Management US CEO Reports On 'Blue Water Day'

RBC has committed $50 million to improving global access to clean water.

Wealth Adviser: Team Up with CPAs and Lawyers

CPAs are arguably the most trusted adviser for high-net-worth individuals

Ex-Rothstein Principals Launch Flynn Family Office

FFO Created to Help Ultra-Wealthy Clients Build and Protect Fortunes, Legacies and Personal Brands

Global private wealth rises to $152tn

"In nearly all countries, the growth of private wealth was driven by the strong rebound in equity markets that began in the second half of 2012," the firm said in its report.

SunGard Launches Cross-Asset Risk and Margin Solution to Help Brokers and FCMs Offer Increased Trading Capacity

The new solution can eliminate the need for multiple risk systems, which lowers total cost of ownership (TCO) and helps improve operational efficiency

Atlantic Trust continues record growth, hiring top talent

Firm has hired 20+ new professionals year-to-date in key markets to provide highest levels of customized service as business grows

Will Advisors Care About Krawcheck's New Women-Focused Index Fund?

Wall Street veteran Sallie Krawcheck is teaming up with a money manager for an index fund focused on women a fund that before its re-launch suffered dismal long-term performance

Charles Schwab Evolution Reaches Milestone Serving the Wealth Management Needs of Affluent Investors

Fifty percent of client assets now enrolled in some form of ongoing advisory relationship

Cory Colquette, CPA, joins Wealth & Pension Services Group

She brings a wealth of knowledge to the group with his CPA background and MBA in finance.

Securities America Welcomes Team With $50 Million in Client Assets

Trowbridge Wealth Management was previously with Sterne, Agee & Leach, Inc. where they managed $50 million in client assets that generated $650,000 in annual revenue.

Wealth and Asset Management